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Diversified Portfolios

Diversified Portfolios is an investment advisor in Bloomfield Hills with $1.2B assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
383143481
SEC advisor number
801-56371
FINRA CRD number
108942
AUM ?
$1.2B (as of 29 Nov 21)
Accounts
1,710 (as of 29 Nov 21)
Employees
10 (5 investment advisory or research)
Address
Diversified Portfolios
39520 WOODWARD AVE, STE 200
BLOOMFIELD HILLS
MI 48304
Phone
248-644-3030

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 81 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$110.38M 524.88K 506.98K +3.5
$75.33M 894.75K NEW
$49.17M 313.55K 260.63K +20.3
$17.7M 241.53K 236.13K +2.3
$15.17M 35.34K 35.53K -0.5
$11.26M 163.29K 227.79K -28.3
DFA Core Emerging Mkt ETF
$9.67M 264.56K 173.9K +52.1
$6.86M 135.79K NEW
$6.32M 44.67K 24.5K +82.3
Mid Cap S P D R TRUST
$4.92M 10.22K 10.24K -0.2
$4.56M 73.72K 29.51K +149.9
$4.49M 33.6K 34.18K -1.7
$2.43M 46.3K NEW
$2.3M 47.81K 47.81K 0
$1.89M 16.2K 16.2K 0
$1.84M 29.65K 32.55K -8.9
$1.61M 1.37K 1.37K 0
$1.48M 5.26K 4.86K +8.1
$1.48M 35.34K 35.34K 0
$1.43M 12.08K 12.08K 0
$1.28M 7.94K 7.94K 0
$1.26M 11.63K 11.63K 0
$1.13M 424 185 +129.2
$1.06M 18.1K 15.51K +16.6
$1.04M 317 326 -2.8
$977K 2.73K 2.44K +11.9
$960K 10K 10K 0
$958K 18.26K 20.05K -8.9
$945K 6.76K 6.76K 0
Vanguard Total Intl Etf
$827K 13.07K 13.04K +0.3
$789K 3.54K 3.79K -6.6
Vanguard Emerging Market
$768K 15.36K 14.4K +6.7
$752K 2.09K 2.09K 0
$747K 2.34K 2.34K 0
$689K 9.8K 9.8K 0
$657K 2.84K 3.25K -12.6
$656K 18.44K 18.44K 0
$654K 3.86K 4.95K -22.0
$646K 11.97K 11.96K +0.1
$599K 13.93K 13.42K +3.8
$594K 4.09K 4.09K 0
$586K 1.03K 1.03K 0
$483K 1.39K 1.39K 0
$480K 12.05K 12.05K 0
$478K 8.08K 8.08K 0
$477K 4.1K 4.1K 0
$437K 1.81K 1.88K -3.5
$433K 2.23K 2.23K 0
$428K 14.4K 14.4K 0
$428K 7.65K 9.04K -15.3
Holdings list only includes long positions. Only includes long positions.

Calendar

5 Dec 21
15 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings